Has anyone written or does anyone have any documented policies for their organization's usage of The Researcher's Edge?  We just got it and now I'm tasked with learning the ropes and figuring out what policies and procedures we should set in place for security and consistency.  Is anyone willing to share?

We just started using The Researcher's Edge as well. We have decided to rely on the gifting information in The Raiser's Edge database since the information that went to The Researcher's Edge did not include pledge information. 

If anyone else has any best practices information relating to The Researcher's Edge, I'd be interested.

No, I'm actully looking for a userguide for The Researcher's Edge.  I'm surprised BlackBaud doesn't publish one like they do for their other products.

When we got TRE, the consultant gave us small, very basic manuals on how to use the software.  But I'd love to see policies & procedures that other organizations have set in place for 1) when and how often to integrate with RE, 2) how they use custom fields, 3) how they set up the overall ratings, etc.

Do any of the documents on http://www.blackbaud.com/support/guides/tre.aspx do the trick?  I'm new to TRE and found them helpful to at least get a start.

Ron